DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ACCEL WEALTH MANAGEMENT
Cedar Rapids, IA | WAVERLY, IA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ACCEL WEALTH MANAGEMENT | Independent wealth | Mar 26, 2019 | n/a | yes | Cedar Rapids, IA|WAVERLY, IA | Current employment |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Aug 17, 2007 | Mar 28, 2019 | no | LINCOLN, NE|CEDAR RAPIDS, IA|CEDAR RAPIDS, IA|CEDAR RAPIDS, IA|CEDAR FALLS, IA|CEDAR FALLS, IA|WAVERLY, IA|IOWA CITY, IA|CEDAR RAPIDS, IA|CEDAR RAPIDS, IA|HIAWATHA, IA|LINCOLN, NE | Previous registration |
| OSAIC FS, INC. | Former SEC adviser | Aug 20, 2002 | Feb 19, 2003 | no | CEDAR RAPIDS, IA | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Jan 10, 1999 | Jul 3, 2002 | no | CEDAR RAPIDS, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES | ACCEL WEALTH MANAGEMENT | Mar 28, 2019 | Mar 26, 2019 | -2 | Firm change | Ibd to RIA |
| OSAIC FS, INC. | AMERITAS ADVISORY SERVICES | Feb 19, 2003 | Aug 17, 2007 | 1,640 | Firm change after gap | Other |
| PRUCO SECURITIES, LLC | OSAIC FS, INC. | Jul 3, 2002 | Aug 20, 2002 | 48 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 14869:286201:NE:2019-03-21 | Mar 28, 2019 | Mar 26, 2019 | LINCOLN, NE | Firm change |